StockDriftsStockDriftsTop 50 Cutler Investment Counsel Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 4.77% | 161.3K | $46.3M | -0.18%(-288) | $45.53(+76.82%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.62% | 853.1K | $44.8M | +1.51%(+12.65K) | $52.62(-0.70%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.58% | 490.8K | $44.4M | -1.52%(-7.58K) | $69.43(+40.14%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.87% | 801.6K | $37.6M | -1.83%(-14.96K) | $36.67(+39.40%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.65% | 467.4K | $35.4M | +0.47%(+2.19K) | $64.13(+29.10%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.01% | 188.2K | $29.2M | -2.32%(-4.47K) | $99.80(+85.68%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 2.95% | 1.12M | $28.7M | +1.41%(+15.54K) | $25.29(+0.43%) | 2026-03-31 | |
| WMT | WALMART INC | 2.79% | 217.5K | $27.1M | -1.73%(-3.82K) | $18.10(+517.96%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.76% | 37.8K | $26.8M | -19.79%(-9.33K) | $94.72(+917.24%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.65% | 58.8K | $25.7M | -1.19%(-709) | $51.21(+66.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +39.00% |
| Top 20 Holdings Unweighted | +12.20% | +41.26% |
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